New-Insight-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "GLBE",
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "AVGO",
  "APP",
  "ACLS",
  null,
  null,
  null,
  null,
  "QCOM",
  "RIVN",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  "NAC",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "DASH",
  null,
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "ROST",
  "SPLG",
  "UBER",
  "VO",
  "MRNA",
  null,
  null,
  null,
  "VIG",
  "TSM",
  "VYM",
  null,
  "UA",
  "VIGI",
  "AMZN",
  null,
  "VGT",
  "VUG",
  null,
  null,
  "VBK",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "WPC",
  "SCHD",
  "SCHG",
  "CRM",
  null,
  "CSCO",
  "COST",
  "CRWD",
  "RSP",
  null,
  "USMV",
  "GOOG",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 94
Total Value: 220222182
Accession Number: 0001667731-25-000559
Form Type: 13F-HR
CIK: new-insight-wealth-advisors
Manager Name: New-Insight-Wealth-Advisors

Data Enrichment

64% identified

60 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $220.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:5.2K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$220.2M)

464287457

Shares:33.3K

Value:$2.8M

% of Portfolio:1.3% ($2.8M/$220.2M)

W. P. Carey Inc.

WPC|92936U109

Shares:39.8K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$220.2M)

46137V472

Shares:22.9K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$220.2M)

NVIDIA CORP

NVDA|67066G104

Shares:18.7K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$220.2M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:15.3K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$220.2M)

921946406

VYM|921946406

Shares:15.5K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$220.2M)

46137V498

Shares:28.0K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$220.2M)

AXCELIS TECHNOLOGIES INC

ACLS|054540208

Shares:31.8K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$220.2M)

78464A854

SPLG|78464A854

Shares:23.0K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.2M)

92189F676

Shares:7.0K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.2M)

33739P863

Shares:30.2K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.2M)

Broadcom Inc.

AVGO|11135F101

Shares:8.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$220.2M)

46429B697

USMV|46429B697

Shares:14.3K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$220.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$220.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:7.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$220.2M)

ROSS STORES, INC.

ROST|778296103

Shares:9.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$220.2M)

577125826

Shares:44.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$220.2M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:88.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.2M)

78468R606

Shares:46.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	5.2K	QoQ +15.54% (+699) YoY +34.91% (+1.3K)	All Managers (Combined)	$3.0M	1.4% ($3.0M/$220.2M)	QoQ +13.73% (+$361.8K) YoY +60.15% (+$1.1M)
(cusip464287457)✕	33.3K	QoQ +8.31% (+2.6K) YoY NEW(+33.3K)	All Managers (Combined)	$2.8M	1.3% ($2.8M/$220.2M)	QoQ +9.30% (+$234.9K) YoY NEW(+$2.8M)
W. P. Carey Inc.(WPCcusip92936U109)	39.8K	QoQ -20.52% (-10.3K) YoY -34.39% (-20.8K)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$220.2M)	QoQ -7.94% (-$216.4K) YoY -26.64% (-$911.2K)
(cusip46137V472)✕	22.9K	QoQ +65.24% (+9.0K) YoY NEW(+22.9K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$220.2M)	QoQ +53.59% (+$729.8K) YoY NEW(+$2.1M)
NVIDIA CORP(NVDAcusip67066G104)	18.7K	QoQ +13.26% (-2.2K) YoY +1315.31% (+17.3K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$220.2M)	QoQ -8.58% (-$190.0K) YoY +69.75% (+$831.4K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$220.2M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(VYMcusip921946406)	15.5K	QoQ +4.31% (+643) YoY -15.85% (-2.9K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$220.2M)	QoQ +5.43% (+$103.3K) YoY -10.31% (-$230.4K)
(cusip46137V498)✕	28.0K	QoQ +49.80% (+9.3K) YoY NEW(+28.0K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$220.2M)	QoQ +42.19% (+$521.9K) YoY NEW(+$1.8M)
AXCELIS TECHNOLOGIES INC(ACLScusip054540208)	31.8K	QoQ NEW(+31.8K) YoY NEW(+31.8K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$220.2M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(SPLGcusip78464A854)	23.0K	QoQ +58.40% (+8.5K) YoY +440.97% (+18.8K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.2M)	QoQ +51.09% (+$512.0K) YoY +478.13% (+$1.3M)
(cusip92189F676)✕	7.0K	QoQ +8.64% (-554) YoY NEW(+7.0K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.2M)	QoQ -5.12% (-$79.6K) YoY NEW(+$1.5M)
(cusip33739P863)✕	30.2K	QoQ +11.43% (+3.1K) YoY +53.91% (+10.6K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.2M)	QoQ +9.56% (+$128.0K) YoY +50.47% (+$491.7K)
Broadcom Inc.(AVGOcusip11135F101)	8.6K	QoQ +0.43% (-37) YoY +807.63% (+7.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$220.2M)	QoQ -27.46% (-$542.6K) YoY +14.61% (+$182.7K)
(USMVcusip46429B697)	14.3K	QoQ -1.44% (-210) YoY -9.44% (-1.5K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$220.2M)	QoQ +3.96% (-$51.1K) YoY +1.47% (-$19.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.4K	QoQ +8.68% (+189) YoY +2.11% (+49)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$220.2M)	QoQ +3.68% (+$46.0K) YoY +33.55% (+$324.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	7.8K	QoQ +7.51% (-542) YoY +35.50% (+2.0K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$220.2M)	QoQ -9.62% (-$137.0K) YoY +65.33% (+$508.5K)
ROSS STORES, INC.(ROSTcusip778296103)	9.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$220.2M)	QoQ -15.52% (-$231.1K) YoY -12.92% (-$186.7K)
(cusip577125826)✕	44.2K	QoQ +0.34% (+153) YoY -1.68% (-758)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$220.2M)	QoQ +2.47% (+$29.9K) YoY +9.11% (-$103.3K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	88.2K	QoQ +14.45% (+11.1K) YoY +5.48% (+4.6K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.2M)	QoQ +7.13% (+$73.2K) YoY +19.93% (+$182.6K)
(cusip78468R606)✕	46.3K	QoQ +10.30% (+4.3K) YoY NEW(+46.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.2M)	QoQ +10.07% (+$99.2K) YoY NEW(+$1.1M)